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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-07-14 |
Branch Locations
208 E. 4Th Street, Bartlesville, OK 74003 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conocophillips | Bartlesville | OK | 06/2008 | 03/2017 |
| Phillips 66 | Bartlesville | OK | 03/2017 | Present |
| V Wealth Advisors Llc | Bartlesville | OK | 03/2023 | 12/2023 |
| Wcg Wealth Advisors, Llc | Bartlesville | OK | 07/2023 | Present |
1. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Impact Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. 7/14/2023: Bartlesville Sports Commission - Non-Investment Related - 302 S Osage, Bartlesville, OK, 74003 - Community Sports - Board Member - Started 01/01/2022 - Approx. 5hrs a month/0 during trading hours - Fundraising, administrative 3. 7/14/2023: Bartlesville Community Center Trust Authority - Non-Investment Related - 300 SE Adams Blvd., Bartlesville, OK, 74003 - Performing Arts - Board Member - Started 02/01/2022 - Approx. 5hrs a month/0 during trading hours - Fundraising, administrative work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-23 |
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